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Gradient Investments’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Gradient Investments’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.21M Buy
75,253
+2,804
+4% +$146K 0.06% 209
2026
Q1 		$3.41M Sell
72,449
-1,659
-2% -$80.5K 0.05% 215
2025
Q4 		$3.41M Buy
74,108
+4,949
+7% +$226K 0.05% 179
2025
Q3 		$3.12M Sell
69,159
-535
-0.8% -$23.2K 0.05% 177
2025
Q2 		$2.88M Sell
69,694
-12,683
-15% -$491K 0.05% 174
2025
Q1 		$3.16M Sell
82,377
-3,344
-4% -$139K 0.06% 166
2024
Q4 		$3.6M Buy
85,721
+2,364
+3% +$102K 0.07% 156
2024
Q3 		$3.49M Buy
83,357
+292
+0.4% +$11.7K 0.07% 151
2024
Q2 		$3.2M Buy
83,065
+1,525
+2% +$58.9K 0.07% 163
2024
Q1 		$3.28M Buy
81,540
+3,107
+4% +$118K 0.08% 162
2023
Q4 		$2.98M Sell
78,433
-1,192
-1% -$40.7K 0.07% 161
2023
Q3 		$2.68M Sell
79,625
-959
-1% -$34.1K 0.07% 154
2023
Q2 		$2.86M Sell
80,584
-5,563
-6% -$188K 0.07% 152
2023
Q1 		$2.93M Sell
86,147
-10,130
-11% -$354K 0.08% 152
2022
Q4 		$3.17M Sell
96,277
-21,361
-18% -$709K 0.1% 155
2022
Q3 		$3.61M Buy
117,638
+1,056
+0.9% +$35.6K 0.11% 147
2022
Q2 		$3.67M Sell
116,582
-13,998
-11% -$482K 0.11% 152
2022
Q1 		$4.97M Sell
130,580
-4,666
-3% -$176K 0.13% 142
2021
Q4 		$5.45M Buy
135,246
+2,441
+2% +$98.8K 0.14% 144
2021
Q3 		$5.18M Buy
132,805
+615
+0.5% +$24.3K 0.15% 138
2021
Q2 		$5.34M Buy
132,190
+10,641
+9% +$423K 0.16% 136
2021
Q1 		$4.68M Buy
121,549
+63,572
+110% +$2.4M 0.15% 136
2020
Q4 		$1.54M Hold
57,977
– – 0.07% 140
2020
Q3 		$1.54M Buy
57,977
+4,116
+8% +$109K 0.06% 140
2020
Q2 		$1.35M Buy
53,861
+30,628
+132% +$706K 0.06% 156
2020
Q1 		$463K Buy
23,233
+2,388
+11% +$62.2K 0.02% 199
2019
Q4 		$603K Buy
20,845
+3,516
+20% +$97.2K 0.03% 211
2019
Q3 		$463K Buy
17,329
+5,704
+49% +$153K 0.02% 223
2019
Q2 		$314K Buy
11,625
+780
+7% +$20.8K 0.02% 238
2019
Q1 		$286K Buy
10,845
+4,218
+64% +$108K 0.02% 225
2018
Q4 		$150K Buy
+6,627
New +$167K 0.01% 243

Other funds holding ESML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Gradient Investments's ESML Position: Q2 2026 in Review

Gradient Investments increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.9% in Q2 2026, buying an estimated $146K and bringing the position to 75,253 shares worth $4.21M. The position accounts for 0.06% of the portfolio, ranked #209.

Gradient Investments first reported a position in ESML in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.45M in Q4 2021. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Gradient Investments held 75,253 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $4.21M as of Q2 2026.
  • Gradient Investments bought 2,804 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $146K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.06% of Gradient Investments's portfolio in Q2 2026, its #209 holding.
  • Gradient Investments first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Gradient Investments's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $5.45M in Q4 2021.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.